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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

BPFH was delisted on the 30th of June, 2021.

161 hedge funds and large institutions have $1.09B invested in Boston Private Financial Holdings, Inc. in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

5% less funds holding

Funds holding: 169161 (-8)

13% less capital invested

Capital invested by funds: $1.25B → $1.09B (-$159M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $18K

Holders
161
Holders Change
-8
Holders Change %
-4.73%
% of All Funds
3.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
55
Reduced
56
Closed
20
Calls
Puts
$18K
Net Calls
-$18K
Net Calls Change
+$261K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
151
Gemmer Asset Management
California
$4K +$701 +48 +21%
QCG
152
Quadrant Capital Group
Ohio
$3K
JA
153
JOYN Advisors
Georgia
$2K -$1.16K -79 -32%
WAM
154
Wealthspire Advisors (Maryland)
Maryland
$2K -$935 -64 -28%
HR
155
Howe & Rusling
New York
$2K
PFBT
156
Parkside Financial Bank & Trust
Missouri
$1K -$263 -18 -26%
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$1K
TWA
158
TCI Wealth Advisors
Arizona
$1K
FRA
159
Front Row Advisors
California
$1
GIP
160
Granite Investment Partners
California
-$9.74M -612,452 Closed
HA
161
Heartland Advisors
Wisconsin
-$5.65M -355,085 Closed
Rafferty Asset Management
162
Rafferty Asset Management
New York
-$4.05M -254,453 Closed
Allianz Asset Management
163
Allianz Asset Management
Germany
-$602K -37,890 Closed
DTL
164
Dynamic Technology Lab
Singapore
-$566K -35,606 Closed
FRM
165
Fox Run Management
Connecticut
-$439K -27,603 Closed
GCP
166
GSA Capital Partners
United Kingdom
-$411K -25,877 Closed
Two Sigma Investments
167
Two Sigma Investments
New York
-$367K -23,096 Closed
Holocene Advisors
168
Holocene Advisors
New York
-$322K -20,271 Closed
SB
169
Suntrust Banks
Georgia
-$315K -19,758 Closed
SFI
170
Susquehanna Fundamental Investments
Pennsylvania
-$313K -19,699 Closed
Teacher Retirement System of Texas
171
Teacher Retirement System of Texas
Texas
-$272K -17,080 Closed
VRS
172
Virginia Retirement Systems
Virginia
-$258K -16,200 Closed
Squarepoint
173
Squarepoint
New York
-$207K -13,035 Closed
Man Group
174
Man Group
United Kingdom
-$197K -12,413 Closed
SRAM
175
Stone Ridge Asset Management
New York
-$179K -11,229 Closed

BPFH Hedge Fund Activity: Q3 2018 in Review

161 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2018, worth a combined $1.09B — down 13% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BPFH and 13 opened new positions — a net loss of 7 holders — while 56 trimmed existing stakes and 55 added.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $18.7M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $9.74M sold.

  • 161 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2018, down from 169 in Q2 2018.
  • Funds reported $1.09B of Boston Private Financial Holdings, Inc. stock for Q3 2018, down 13% quarter-over-quarter.
  • 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2018 and 20 closed out, a net change of -7 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2018 was Cramer Rosenthal McGlynn, an estimated $18.7M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2018 was Granite Investment Partners, an estimated $9.74M sold.

Based on aggregated 13F filings for Q3 2018.